Investor suitability

For those who:

  • are willing to accept a low degree of risk
  • are seeking a regular source of income and the potential for capital appreciation
  • are planning to hold your investment for the medium to long term

Fund overview

Sentry Conservative Monthly Income Fund's investment objective is to provide investors with stable income and the potential for long-term capital appreciation by investing primarily in a diversified portfolio of fixed-income and, to a lesser extent, income-oriented equity securities.


Fund facts (2019-10-31)

Inception date

2015-06-10

Asset class

Canadian Fixed Income Balanced

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000